AAR CORP (AIR) — Institutional Holders, Q2 2026

411 institutional investment managers reported a AIR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← AIR stock profile

AIR in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

156

Trimmed

131

Sold out

Biggest buyers

BlackRockAdded · +298,133 sh+$42.6M
STATE STREETAdded · +246,464 sh+$35.2M
Invesco Ltd.Added · +207,471 sh+$29.7M
FMRAdded · +180,487 sh+$25.8M
GEODE CAPITAL MANAGEMENTAdded · +165,351 sh+$23.6M

Biggest sellers

FRANKLIN RESOURCESTrimmed · -295,258 sh-$42.2M
JANE STREET GROUPTrimmed · -181,937 sh-$26.0M
WESTWOOD GROUPTrimmed · -171,223 sh-$24.5M
WELLINGTON MANAGEMENT GROUP LLPTrimmed · -151,160 sh-$21.6M
FRED ALGER MANAGEMENTTrimmed · -144,463 sh-$20.6M

AIR 13F holders ranked 1–100 of 411

Institutional investors reporting a position in AAR CORP on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 6,472,176 sh	6,472,176	$925.1M	0.01%	+4.8%
2	STATE STREET#2 · 2,834,085 sh	2,834,085	$405.1M	0.01%	+9.5%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 2,182,385 sh	2,182,385	$311.9M	0.01%	+2.5%
4	DIMENSIONAL FUND ADVISORS#4 · 1,933,597 sh	1,933,597	$276.4M	0.05%	-0.6%
5	VANGUARD CAPITAL MANAGEMENT#5 · 1,717,998 sh	1,717,998	$245.6M	<0.01%	+1.3%
6	Invesco Ltd.#6 · 1,601,129 sh	1,601,129	$228.8M	0.02%	+14.9%
7	EARNEST PARTNERS#7 · 1,252,035 sh	1,252,035	$179.0M	0.65%	-4.1%
8	Capital Research Global Investors#8 · 1,160,069 sh	1,160,069	$165.8M	0.02%	-5.2%
9	GEODE CAPITAL MANAGEMENT#9 · 1,139,685 sh	1,139,685	$162.9M	<0.01%	+17.0%
10	AMERICAN CENTURY COMPANIES#10 · 783,011 sh	783,011	$111.9M	0.05%	-5.4%
11	WESTWOOD GROUP#11 · 777,449 sh	777,449	$111.1M	0.84%	-18.0%
12	Broad Bay Capital Management#12 · 749,675 sh	749,675	$107.2M	10.01%	-8.4%
13	FULLER & THALER ASSET MANAGEMENT#13 · 742,076 sh	742,076	$106.1M	0.29%	+3.3%
14	PRINCIPAL FINANCIAL GROUP#14 · 633,597 sh	633,597	$90.6M	0.04%	-6.2%
15	BARROW HANLEY MEWHINNEY & STRAUSS#15 · 589,454 sh	589,454	$84.3M	0.26%	-5.2%
16	LOOMIS SAYLES & L P#16 · 582,574 sh	582,574	$83.3M	0.10%	-8.8%
17	CHARLES SCHWAB INVESTMENT MANAGEMENT#17 · 538,063 sh	538,063	$76.9M	0.01%	-1.4%
18	EMERALD ADVISERS#18 · 521,919 sh	521,919	$74.6M	1.76%	+17.1%
19	MORGAN STANLEY#19 · 474,645 sh	474,645	$67.8M	<0.01%	-9.2%
20	Ophir Asset Management Pty Ltd#20 · 447,138 sh	447,138	$63.9M	5.26%	-17.2%
21	NORTHERN#21 · 437,857 sh	437,857	$62.6M	<0.01%	+9.2%
22	FMR#22 · 391,950 sh	391,950	$56.0M	<0.01%	+85.4%
23	Nuveen#23 · 386,516 sh	386,516	$55.2M	0.01%	+17.7%
24	WELLINGTON MANAGEMENT GROUP LLP#24 · 377,784 sh	377,784	$54.0M	<0.01%	-28.6%
25	FRONTIER CAPITAL MANAGEMENT#25 · 350,441 sh	350,441	$50.1M	0.47%	-18.0%
26	ROYAL BANK OF CANADA#26 · 349,085 sh	349,085	$49.9M	<0.01%	-24.2%
27	EMERALD MUTUAL FUND ADVISERS#27 · 337,416 sh	337,416	$48.2M	1.69%	+20.4%
28	UBS Group AG#28 · 335,105 sh	335,105	$47.9M	<0.01%	-26.2%
29	FRANKLIN RESOURCES#29 · 326,008 sh	326,008	$46.6M	0.01%	-47.5%
30	VANGUARD FIDUCIARY#30 · 281,321 sh	281,321	$40.2M	<0.01%	+10.0%
31	Bank of New York Mellon#31 · 273,026 sh	273,026	$39.0M	<0.01%	+0.7%
32	MARSICO CAPITAL MANAGEMENT#32 · 253,981 sh	253,981	$36.3M	0.95%	+40.7%
33	OBERWEIS ASSET MANAGEMENT#33 · 246,325 sh	246,325	$35.2M	0.73%	+0.5%
34	BANK OF AMERICA#34 · 235,422 sh	235,422	$33.6M	<0.01%	-4.2%
35	Fisher Asset Management#35 · 224,346 sh	224,346	$32.1M	<0.01%	-2.7%
36	GAMCO INVESTORS, ET AL#36 · 222,856 sh	222,856	$31.9M	0.29%	-1.9%
37	STANSBERRY ASSET MANAGEMENT#37 · 217,472 sh	217,472	$31.1M	2.85%	+27.2%
38	GOLDMAN SACHS GROUP#38 · 211,620 sh	211,620	$30.2M	<0.01%	+4.9%
39	ROYCE & ASSOCIATES#39 · 199,211 sh	199,211	$28.5M	0.23%	+16.6%
40	NOMURA ASSET MANAGEMENT INTERNATIONAL#40 · 194,446 sh	194,446	$27.8M	0.04%	-33.5%
41	SEI INVESTMENTS#41 · 187,504 sh	187,504	$26.8M	0.02%	-15.2%
42	ENVESTNET ASSET MANAGEMENT#42 · 185,395 sh	185,395	$26.5M	<0.01%	+62.6%
43	FRED ALGER MANAGEMENT#43 · 178,648 sh	178,648	$25.5M	0.09%	-44.7%
44	Jupiter Topco#44 · 173,927 sh	173,927	$24.9M	0.01%	—
45	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.#45 · 154,518 sh	154,518	$22.1M	0.17%	+17.3%
46	Munro Partners#46 · 139,137 sh	139,137	$19.9M	0.44%	+16.7%
47	BESSEMER GROUP#47 · 137,107 sh	137,107	$19.6M	0.03%	New
48	PUBLIC SECTOR PENSION INVESTMENT BOARD#48 · 134,800 sh	134,800	$19.3M	0.05%	-3.4%
49	Hodges Capital Management#49 · 132,805 sh	132,805	$19.0M	1.26%	New
50	SEGALL BRYANT & HAMILL#50 · 128,440 sh	128,440	$18.4M	0.22%	-20.0%
51	JPMORGAN CHASE#51 · 126,508 sh	126,508	$18.2M	<0.01%	+33.2%
52	RAYMOND JAMES FINANCIAL#52 · 116,551 sh	116,551	$16.7M	<0.01%	-28.0%
53	PANAGORA ASSET MANAGEMENT#53 · 115,956 sh	115,956	$16.6M	0.05%	New
54	WELLS FARGO & COMPANY#54 · 114,554 sh	114,554	$16.4M	<0.01%	+34.5%
55	Trexquant Investment#55 · 110,663 sh	110,663	$15.8M	0.09%	+1678.6%
56	Tributary Capital Management#56 · 109,224 sh	109,224	$15.6M	1.28%	New
57	AXIOM INVESTORS#57 · 102,396 sh	102,396	$14.6M	0.13%	+9.2%
58	RHUMBLINE ADVISERS#58 · 100,125 sh	100,125	$14.3M	0.01%	-10.4%
59	PRUDENTIAL FINANCIAL#59 · 97,935 sh	97,935	$14.0M	0.02%	+19.8%
60	Phocas Financial#60 · 96,446 sh	96,446	$13.8M	1.91%	-5.0%
61	Legal & General Group Plc#61 · 95,913 sh	95,913	$13.7M	<0.01%	-17.8%
62	Allspring Global Investments#62 · 92,118 sh	92,118	$13.2M	0.02%	-7.7%
63	AMERIPRISE FINANCIAL#63 · 87,345 sh	87,345	$12.5M	<0.01%	-4.7%
64	LORD, ABBETT#64 · 85,294 sh	85,294	$12.2M	0.03%	-0.9%
65	MAIRS & POWER#65 · 83,933 sh	83,933	$12.0M	0.11%	-6.1%
66	RENAISSANCE GROUP#66 · 83,456 sh	83,456	$11.9M	0.48%	-16.9%
67	HENNESSY ADVISORS#67 · 83,300 sh	83,300	$11.9M	0.38%	New
68	First Eagle Investment Management#68 · 81,059 sh	81,059	$11.6M	0.02%	+26.7%
69	PALISADE CAPITAL MANAGEMENT#69 · 80,481 sh	80,481	$11.5M	0.50%	-9.1%
70	Canal Insurance#70 · 80,000 sh	80,000	$11.4M	—	0.0%
71	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#71 · 79,688 sh	79,688	$11.4M	<0.01%	-2.3%
72	Swiss National Bank#72 · 77,600 sh	77,600	$11.1M	<0.01%	-0.6%
73	PEREGRINE CAPITAL MANAGEMENT#73 · 75,372 sh	75,372	$10.8M	0.35%	-14.3%
74	CASTLEARK MANAGEMENT#74 · 73,664 sh	73,664	$10.5M	0.28%	+22.2%
75	De Lisle Partners LLP#75 · 72,615 sh	72,615	$10.4M	1.13%	-7.2%
76	AQR CAPITAL MANAGEMENT#76 · 72,571 sh	72,571	$10.4M	<0.01%	+131.2%
77	NEW YORK STATE COMMON RETIREMENT FUND#77 · 72,470 sh	72,470	$10.4M	0.01%	+18.5%
78	G2 Investment Partners Management#78 · 72,000 sh	72,000	$10.3M	1.87%	+21.1%
79	WISCONSIN CAPITAL MANAGEMENT#79 · 70,469 sh	70,469	$10.1M	4.78%	+0.1%
80	ALGERT GLOBAL#80 · 70,316 sh	70,316	$10.1M	0.12%	+28.1%
81	Jump Financial#81 · 70,200 sh	70,200	$10.0M	0.08%	New
82	GABELLI FUNDS#82 · 68,811 sh	68,811	$9.8M	0.06%	+1.9%
83	MILLENNIUM MANAGEMENT#83 · 62,818 sh	62,818	$9.0M	<0.01%	+268.7%
84	TWO SIGMA INVESTMENTS#84 · 61,038 sh	61,038	$8.7M	<0.01%	+177.5%
85	DEUTSCHE BANK AG\#85 · 60,447 sh	60,447	$8.6M	<0.01%	+46.7%
86	FIRST ADVISORS#86 · 60,105 sh	60,105	$8.6M	<0.01%	-33.8%
87	PDT Partners#87 · 59,060 sh	59,060	$8.4M	0.44%	0.0%
88	BNP PARIBAS FINANCIAL MARKETS#88 · 56,754 sh	56,754	$8.1M	<0.01%	+29.4%
89	Stanley-Laman Group, Ltd.#89 · 56,346 sh	56,346	$8.1M	—	-0.5%
90	Neuberger Berman Group#90 · 53,675 sh	53,675	$7.7M	<0.01%	+1200.3%
91	KINGDON CAPITAL MANAGEMENT, L.L.C.#91 · 52,500 sh	52,500	$7.5M	0.77%	-47.5%
92	PRICE T ROWE ASSOCIATES#92 · 52,354 sh	52,354	$7.5M	<0.01%	+19.2%
93	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#93 · 50,578 sh	50,578	$7.2M	—	+6.8%
94	MARTINGALE ASSET MANAGEMENT L P#94 · 48,955 sh	48,955	$7.0M	0.17%	+18.6%
95	Hennion & Walsh Asset Management#95 · 46,194 sh	46,194	$6.6M	—	+8.4%
96	MARSHALL WACE, LLP#96 · 46,191 sh	46,191	$6.6M	<0.01%	New
97	THRIVENT FINANCIAL FOR LUTHERANS#97 · 46,069 sh	46,069	$6.6M	0.01%	+2.0%
98	BLAIR WILLIAM#98 · 43,321 sh	43,321	$6.2M	0.02%	-8.7%
99	Quantinno Capital Management#99 · 42,484 sh	42,484	$6.1M	<0.01%	+645.9%
100	SUSQUEHANNA FUNDAMENTAL INVESTMENTS#100 · 41,371 sh	41,371	$5.9M	0.11%	-12.9%

Funds that sold out of AIR in Q2 2026 (40)

Held AIR at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held AIR in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Bayberry Capital Partners110,000 sh	110,000	$12.0M
Qube Research & Technologies Ltd73,227 sh	73,227	$8.0M
Hudson Bay Capital Management58,585 sh	58,585	$6.4M
CONGRESS ASSET MANAGEMENT46,692 sh	46,692	$5.1M
FARALLON CAPITAL MANAGEMENT46,000 sh	46,000	$5.0M
CITADEL ADVISORS43,131 sh	43,131	$4.7M
Y-Intercept (Hong Kong) Ltd35,671 sh	35,671	$3.9M
Pembroke Management, LTD33,700 sh	33,700	$3.7M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP31,762 sh	31,762	$3.5M
Resolute Capital Asset Partners30,000 sh	30,000	$3.3M
Virtu Financial11,465 sh	11,465	$1.3M
Legato Capital Management10,717 sh	10,717	$1.2M
Quadrature Capital Ltd8,667 sh	8,667	$948.7K
TWINBEECH CAPITAL7,700 sh	7,700	$842.8K
VARCOV6,161 sh	6,161	$674.4K
Dynamic Technology Lab Private Ltd5,450 sh	5,450	$596.6K
ARISTEIA CAPITAL, L.L.C.5,147 sh	5,147	$563.4K
Worth Financial Advisory Group57 sh	57	$557.4K
TWO SIGMA SECURITIES4,664 sh	4,664	$510.5K
Engineers Gate Manager4,383 sh	4,383	$479.8K
Bridgefront Capital4,364 sh	4,364	$477.7K
DRW Securities3,175 sh	3,175	$347.5K
Fieldview Capital Management3,130 sh	3,130	$342.6K
Matisse Capital3,000 sh	3,000	$328.4K
AlphaGrep UK Ltd2,701 sh	2,701	$295.7K
Caitong International Asset Management , Ltd2,296 sh	2,296	$251.3K
MIRABELLA FINANCIAL SERVICES LLP2,206 sh	2,206	$241.5K
OneDigital Investment Advisors2,165 sh	2,165	$237.0K
Magnetar Financial2,046 sh	2,046	$224.0K
Schonfeld Strategic Advisors1,927 sh	1,927	$210.9K
Banque Cantonale Vaudoise460 sh	460	$50.0K
Bayforest Capital Ltd441 sh	441	$48.3K
Advisory Services Network133 sh	133	$14.6K
TWIN PEAKS WEALTH ADVISORS102 sh	102	$11.2K
Root Financial Partners90 sh	90	$9.9K
Sound Income Strategies54 sh	54	$6.0K
Wall Street Financial Group5 sh	5	$547.00
Vermillion Wealth Management2 sh	2	$219.00
CURIO WEALTH2 sh	2	$219.00
Elequin Securities40 sh	40	—

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.